Company · Ownership research

Finance of America Companies Inc. FOA

CIK 0001828937 · CUSIP 31738L206

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 31738L206 (FOA), not CUSIP 31738L906 (FOA), CUSIP 31738L956 (FOA), CUSIP 344437405 (FOA), and does not merge CUSIPs.

This page lists the top 20 of 39 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Beach Point Capital Management LP CIK 1453885 · View history	$11.27M 891,993 shares	5.06%	-35.84K(-3.90%)Reduced	SEC filing ↗ Oct 20, 2026	▾
02	BRIGADE CAPITAL MANAGEMENT, LP CIK 1421306 · View history	$3.47M 274,381 shares	2.06%	-6.09K(-2.20%)Reduced	SEC filing ↗ Nov 10, 2026	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$2.05M 162,298 shares	0.00%	+26.68K(+19.70%)Added	SEC filing ↗ Nov 4, 2026	▾
04	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$1.90M 150,266 shares	0.00%	-24.52K(-14.00%)Reduced	SEC filing ↗ Nov 12, 2026	▾
05	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$1.52M 120,131 shares	0.00%	+4.92K(+4.30%)Added	SEC filing ↗ Nov 6, 2026	▾
06	Purpose Unlimited Inc. CIK 2115120 · View history	$1.39M 110,021 shares	0.05%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
07	STATE STREET CORP CIK 93751 · View history	$904.24K 71,538 shares	0.00%	-1.75K(-2.40%)Reduced	SEC filing ↗ Nov 12, 2026	▾
08	Prescott Group Capital Management, L.L.C. CIK 1166152 · View history	$836.84K 66,206 shares	0.08%	+10.00K(+17.80%)Added	SEC filing ↗ Oct 30, 2026	▾
09	JPMORGAN CHASE & CO CIK 19617 · View history	$579.56K 44,513 shares	0.00%	-4.07K(-8.40%)Reduced	SEC filing ↗ Nov 12, 2026	▾
10	Russell Investments Group, Ltd. CIK 1692234 · View history	$407.59K 32,246 shares	0.00%	+18.82K(+140.20%)Added	SEC filing ↗ Nov 6, 2026	▾
11	O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 1423442 · View history	$366.31K 30,551 shares	0.00%	+30.55KNew	SEC filing ↗ Nov 12, 2026	▾
12	Bank of New York Mellon Corp CIK 1390777 · View history	$333.82K 26,410 shares	0.00%	-186(-0.70%)Reduced	SEC filing ↗ Nov 5, 2026	▾
13	LSV ASSET MANAGEMENT CIK 1050470 · View history	$253.00K 20,054 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
14	RITHOLTZ WEALTH MANAGEMENT CIK 1698218 · View history	$197.55K 15,629 shares	0.00%	+15.63KNew	SEC filing ↗ Nov 5, 2026	▾
15	UBS Group AG CIK 1610520 · View history	$172.90K 13,679 shares	0.00%	-1.45K(-9.60%)Reduced	SEC filing ↗ Nov 10, 2026	▾
16	Nuveen, LLC CIK 1871926 · View history	$139.89K 11,067 shares	0.00%	+11.07KNew	SEC filing ↗ Nov 10, 2026	▾
17	FMR LLC CIK 315066 · View history	$67.97K 5,377 shares	0.00%	+4.25K(+379.20%)Added	SEC filing ↗ Nov 10, 2026	▾
18	RHUMBLINE ADVISERS CIK 1115418 · View history	$66.25K 5,242 shares	0.00%	+1.52K(+40.80%)Added	SEC filing ↗ Nov 10, 2026	▾
19	DEUTSCHE BANK AG\ CIK 948046 · View history	$43.15K 3,414 shares	0.00%	-442(-11.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
20	BARCLAYS PLC CIK 312069 · View history	$18.02K 1,426 shares	0.00%	+993(+229.30%)Added	SEC filing ↗ Nov 6, 2026	▾

Showing 20 / 39 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

2,061,854

Not deduplicated across managers

Disclosed value

$26.06M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Finance of America Companies Inc. · Q3 2026

Explore all 39 reporting institutions.

This page includes 20 of 39 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.